SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

RIDGECREST WEALTH PARTNERS, LLC's Holding History (CIK: 0001860719)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 27,655 Value ($000) $759 Avg Close — Range —
Q3 2025
Shares 24,391 Value ($000) $666 Avg Close — Range —
Q2 2025
Shares 23,638 Value ($000) $626 Avg Close — Range —
Q1 2025
Shares 24,409 Value ($000) $682 Avg Close — Range —
Q4 2024
Shares 23,930 Value ($000) $654 Avg Close — Range —
Q3 2024
Shares 7,118 Value ($000) $602 Avg Close — Range —
Q2 2024
Shares 6,813 Value ($000) $530 Avg Close — Range —
Q1 2024
Shares 5,088 Value ($000) $410 Avg Close — Range —
Q4 2023
Shares 5,087 Value ($000) $387 Avg Close — Range —